+41.6%
NTR vs SUI
+12.1%
+29.5%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +3.0% | +1.8% |
| 7D | +3.8% | -3.1% | +7.0% | +4.6% |
| 30D | +25.2% | -2.3% | +27.6% | +25.8% |
| 3M | +21.0% | -2.8% | +23.8% | +21.6% |
| 6M | +7.6% | -12.4% | +20.0% | +10.7% |
| YTD | +32.9% | -3.3% | +36.2% | +33.2% |
| 1Y | +43.1% | -5.8% | +48.9% | +44.3% |
| 3Y | +41.6% | +12.5% | +29.1% | +32.3% |
| All | +41.6% | +12.1% | +29.5% | +32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling